Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,265
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$42.9M
3
+$34.9M
4
LULU icon
lululemon athletica
LULU
+$28.3M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$27.9M

Top Sells

1
+$39.5M
2
+$37.8M
3
+$35.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.4M
5
NTRS icon
Northern Trust
NTRS
+$33.1M

Sector Composition

1 Technology 15.22%
2 Healthcare 12.41%
3 Industrials 10.61%
4 Consumer Discretionary 9.62%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$410K ﹤0.01%
8,397
+795
977
$409K ﹤0.01%
9,355
978
$407K ﹤0.01%
2,986
979
$406K ﹤0.01%
4,071
-542
980
$406K ﹤0.01%
7,557
+30
981
$404K ﹤0.01%
10,241
-11,850
982
$404K ﹤0.01%
10,410
983
$404K ﹤0.01%
15,961
+245
984
$403K ﹤0.01%
+15,000
985
$403K ﹤0.01%
68,300
986
$400K ﹤0.01%
8,089
-1,676
987
$395K ﹤0.01%
20,600
988
$394K ﹤0.01%
+47,185
989
$394K ﹤0.01%
7,913
990
$393K ﹤0.01%
20,073
991
$393K ﹤0.01%
6,370
-3,274
992
$391K ﹤0.01%
12,800
-2,550
993
$391K ﹤0.01%
10,877
994
$391K ﹤0.01%
232,544
-17,456
995
$390K ﹤0.01%
13,969
+931
996
$389K ﹤0.01%
7,165
+271
997
$388K ﹤0.01%
21,480
-90
998
$388K ﹤0.01%
13,275
+699
999
$385K ﹤0.01%
22,918
+88
1000
$384K ﹤0.01%
20,150
+2,300
38 39
40
41 42